Pathward Financial, Inc.
CASH- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000907471
No open-market purchases or sales by Pathward Financial, Inc. insiders were filed in the last 90 days; 288 institutions reported holding it in 13F filings for Q2 2026, worth $1.91B in total; Chou Associates is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Pathward Financial, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 209
- +15 vs. Q2 2023
- Shares held
- 23.3M
- +697.8K (+3.1%) vs. Q2 2023
- Total value
- $1.11B
- +$40.9M (+3.8%) vs. Q2 2023
- New holders
- 29
- 61 more added
- Sold out
- 14
- 87 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CASH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 288 | $1.91B |
| Q1 2026 | 278 | $1.93B |
| Q4 2025 | 265 | $1.56B |
| Q3 2025 | 266 | $1.56B |
| Q2 2025 | 275 | $1.68B |
| Q1 2025 | 254 | $1.56B |
| Q4 2024 | 249 | $1.67B |
| Q3 2024 | 255 | $1.51B |
| Q2 2024 | 229 | $1.26B |
| Q1 2024 | 232 | $1.16B |
| Q4 2023 | 221 | $1.25B |
| Q3 2023 | 209 | $1.11B |
| Q2 2023 | 195 | $1.07B |
| Q1 2023 | 194 | $1.00B |
| Q4 2022 | 182 | $1.05B |
| Q3 2022 | 187 | $888.6M |
| Q2 2022 | 196 | $1.01B |
| Q1 2022 | 205 | $1.40B |
| Q4 2021 | 202 | $1.56B |
| Q3 2021 | 198 | $1.35B |
| Q2 2021 | 185 | $1.30B |
| Q1 2021 | 163 | $1.13B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Pathward Financial, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Street Corp | 1,218,853 | $56.2M | 0.00% | −80,492−6.2% | Reduced |
| Nantahala Capital Management, LLC | 1,234,526 | $56.9M | 7.22% | −169,181−12.1% | Reduced |
| Goldman Sachs Group Inc | 1,514,228 | $69.8M | 0.02% | +997,590+193.1% | Added |
| Dimensional Fund Advisors LP | 1,518,687 | $70.0M | 0.02% | +6,261+0.4% | Added |
| Vanguard Group Inc | 2,072,467 | $95.5M | 0.00% | −18,625−0.9% | Reduced |
| BlackRock Inc. | 3,821,017 | $176.1M | 0.01% | −49,812−1.3% | Reduced |
| Cottage Street Advisors LLC | 1,314 | – | – | −600−31.3% | Reduced |
| Lodestone Wealth Management LLC | 3,460 | – | – | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 70,819 | – | – | +953+1.4% | Added |
| Ararat Capital Management, LP | 0 | $0 | 0.00% | −178,863−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −67,499−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −24,781−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,530−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −7,214−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,722−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |